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Name Holding Trade Value Shares
Change 		Change in
Stake
MP
3401
Moment Partners
California
$355K – – –
OC
3402
Oakmont Corp
California
$355K – – –
SCM
3403
Seascape Capital Management
New Hampshire
$355K -$13.2K -36 -3%
LTM
3404
Lotus Technology Management
Florida
$355K +$378K +1,031 New
CAM
3405
CPA Asset Management
Florida
$354K +$377K +1,028 New
RWA
3406
Reicon Wealth Advisors
Georgia
$353K +$376K +1,027 New
BWM
3407
Baron Wealth Management
Michigan
$353K +$94.5K +258 +34%
RA
3408
Ruggaard & Associates
Ohio
$353K +$1.47K +4 +0.4%
AF
3409
ASL Financial
California
$352K +$375K +1,024 New
RWA
3410
Rooted Wealth Advisors
Illinois
$352K +$12.1K +33 +4%
BAG
3411
Bridgewealth Advisory Group
California
$352K -$11.4K -31 -3%
AR
3412
Altar Rock
New York
$352K +$374K +1,022 New
PCM
3413
Poehling Capital Management
Wisconsin
$352K – – –
ACA
3414
Arsenal Capital Advisors
Pennsylvania
$351K +$374K +1,020 New
PAS
3415
Parsonex Advisory Services
Colorado
$351K -$8.06K -22 -2%
QFPS
3416
Quantum Financial Planning Services
Washington
$350K -$48.7K -133 -12%
BIA
3417
BHK Investment Advisors
Alabama
$350K +$85K +232 +30%
NWM
3418
Nova Wealth Management
Florida
$350K -$23.4K -64 -6%
EWA
3419
Emergent Wealth Advisors
New York
$350K +$75.8K +207 +26%
IFS
3420
Ifrah Financial Services
Arkansas
$350K -$6.23K -17 -2%
PMWMG
3421
Parr McKnight Wealth Management Group
Minnesota
$350K +$733 +2 +0.2%
NA
3422
Note Advisors
New York
$349K -$16.5K -45 -5%
FC
3423
Financial Council
Maryland
$349K -$3.66K -10 -1%
BCM
3424
Brooktree Capital Management
Michigan
$349K – – –
WLIM
3425
White Lighthouse Investment Management
Massachusetts
$349K +$94.5K +258 +34%
135 136
137
138 139